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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (31033)	5/25/2008 7:14:47 AM
From: Lynn	Read Replies (1) \| Respond to of 78648

'Fan' is the wrong word, but I like NSRGY (Nestle), a stock I have followed ever since the announcement was made that they were buying RAL (Ralston-Purina) in an all cash deal. My mother and I were RAL shareholder. My mother was smart and took her proceeds from the buy-out to pick up ADRs of NSRGY. She does not have a computer so I pass along news items I get from NSRGY. Their latest e-mail announcement is on the upcoming split. I am doing a copy/paste of the entire message area, which includes the link to unsubscribe. I'm leaving it there so people can modify it to subscribe if so desired: Nestl?.A. share split to become effective on 30 June 2008 Vevey, 23 May 2008 - Nestl?.A. today announced that the split of the nominal value of the company's shares at a 1:10 ratio and the consequent increase of the number of shares will become effective in public trading on Monday, 30 June 2008. The nominal value of the shares, listed on SWX Europe, will be CHF 0.10 each. Furthermore, the ratio between ordinary shares and American Depositary Receipts (ADRs) will be changed to 1:1. The share split was approved by shareholders at the Annual General Meeting of Nestl?.A. in Lausanne on 10 April 2008. The Board of Directors had proposed the split to increase the liquidity and tradability of Nestl?.A. shares. Contacts Media Robin Tickle Tel.: +41 (0)21 924 22 00 Investors Roddy Child-Villiers Tel.: +41 (0)21 924 36 22 Nestl?.A. Vevey, Switzerland ---------------------------------------------------------------------- Should you want to unsubscribe from this service, please visit nestle.com

To: Spekulatius who wrote (31033)	5/28/2008 10:18:43 AM
From: Spekulatius	Read Replies (2) \| Respond to of 78648

GE, AWK, BMW3.DE Added a little more GE today and also purchased a starter in AWK a recent water IPO, as posted in the spinoff thread: Message 24627029 Now i own oil pipes, gas pipes and water pipes <g>. This is no coincidence since i believe that the owners of pipes have pricing power. I sold about 1/3 of my BMW3.DE (the highest cost lot) in todays bounce. I plan to buy back the BMW3.DE shares at lower prices.

To: Spekulatius who wrote (31033)	12/9/2008 12:30:25 PM
From: Paul Senior	Respond to of 78648

OT. I'll start buying PG at current levels. Continuing a cautious, more defensive position with my major portfolio. I'm not viewing PG as a value stock. P/e is relatively low (compared to PG's history), but not absolutely low at 16x. Company's roe has dropped in recent years. Perhaps they are trying to correct that by making divestitures of lower profit margin stuff like Folger's. Because PG has such strength in consumer disposables - what they call "Everyday Solutions", it's likely (imo) that the company could survive either a severe recession, a stagflation, or a large inflationary period. The stock yields 2.6%, and dividends have been raised every year for at least the past 20 years. (Nice 50-year dividend chart in here: pg.com I call P&G at current price 'safe and cheap enough'. Starting with a few shares now, I'll average down if/as [t]PG[/t] will fall back to lows.